See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,513 | $69,848+376.1% | $115,756+187.3% | $66,914+396.9% |
| Participation rate | 9.4% | 70.6%-61.2pp | 77.1%-67.7pp | 69.8%-60.4pp |
| Annual return | -17.21% | 969.66%-986.9pp | 143.14%-160.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,891 | $2,613-27.6% | $3,793-50.1% | $2,544-25.7% |
| Participant deferral / active EE | $2,979 | $4,274-30.3% | $6,254-52.4% | $4,237-29.7% |
| Admin fee / account holder | $1,554 | $337+361.0% | $8,124-80.9% | $593+162.0% |